AUMdb

Christiana Care Health Services, Inc. Defined Contribution Plan

Sponsored by Christiana Care Health Services, Inc. · EIN 510103684 · Plan #003

Total assets
$299M
Net assets
$299M
Active participants
10,191
With balances
11,992

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln National Corporation Contract administrator $261,160
Morgan Lewis & Bockius Llp Legal $24,557
Torrillo & Associates, Llc Accounting $15,600
Capfinancial Partners, Llc Investment advisory (plan) $10,762